RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $117,710 | 10,879 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $122,388 | 11,280 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $116,544 | 11,304 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $167,819 | 15,453 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $193,899 | 17,838 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $224,141 | 18,995 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $252,952 | 22,768 | Shares | Sole | 2024-08-07 |